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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,239 | $48,337+14.3% | $67,560-18.2% | $80,959-31.8% |
| Participation rate | 92.1% | 66.4%+25.7pp | 72.9%+19.2pp | 67.7%+24.4pp |
| Annual return | 11.78% | 18.26%-6.5pp | 3533.50%-3521.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,706 | $2,023-15.6% | $2,737-37.6% | $2,757-38.1% |
| Participant deferral / active EE | $4,366 | $2,928+49.1% | $4,004+9.0% | $4,300+1.5% |
| Admin fee / account holder | $8,176 | $3,695+121.2% | $3,994+104.7% | $6,925+18.1% |